Samsung Electronics increased its HBM (high-bandwidth memory) revenue share to 33% in the second quarter from 21%, narrowing its gap with market leader SK Hynix to 17 percentage points as it expanded shipments of its latest HBM products to major global technology companies. Samsung began mass-production shipments of HBM4, the latest generation destined for Nvidia’s new Vera Rubin chip, in February and generated $1 billion, or about 1.36 trillion won, in HBM revenue within four months. SK Hynix retained first place with a 50% share in the April-June period, down from 64% a year earlier and supported by HBM3E, while Micron held 18%. Counterpoint Research said HBM3E still generates most HBM revenue and projected that HBM4 shipments would begin in earnest in the second half of the year. Samsung is expanding HBM4 supply and is expected to increase its market share as shipments grow. Samsung separately led the overall DRAM market with a 38% share, ahead of SK Hynix at 25%, Micron at 24% and CXMT at 10%.